Phil Cunningham
Director/Board Member at Certified Financial Planner Board of Standards, Inc.
Profile
Phil Cunningham is a Managing Director at Accel-KKR with special focus on the firm’s efforts in the emerging growth companies sector.
Prior to Accel-KKR, Phil was the Chief Executive Officer of Advicent Solutions, a provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions as well as the more than 300,000 financial advisors across the globe.
As the CEO he led all aspects of the business.
Phil’s current board seats include: Blue Mountain Quality Resources, Endalia, FM:Systems, GPS Insight, Pegaso, Siigo, Singletrack, Teamcore, Unimarket and Uptick.
Phil’s former Accel-KKR selected directorships include: ITC (sold to Zywave in 2020), Salsa Labs (sold to EveryAction in 2021) and Cloud9 Software (sold to PlanetDDS in 2023).
Phil holds a Bachelor’s degree in Management and Marketing from Rockhurst University and an MBA from the University of Notre Dame – Mendoza School of Business.
Phil Cunningham active positions
Companies | Position | Start |
---|---|---|
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Director/Board Member | 2015-12-31 |
Accel-KKR LLC
Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Private Equity Investor | 2021-12-31 |
Former positions of Phil Cunningham
Companies | Position | End |
---|---|---|
Advicent Solutions LP
Advicent Solutions LP Packaged SoftwareTechnology Services Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI. | Chief Executive Officer | 2017-04-04 |
Training of Phil Cunningham
University of Notre Dame | Masters Business Admin |
Rockhurst University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Accel-KKR LLC
Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Advicent Solutions LP
Advicent Solutions LP Packaged SoftwareTechnology Services Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI. | Technology Services |
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